Crude supply is no longer an issue. We have plenty of it. However, that crude number is being countered to some extent by the large decline in gasoline stocks.
The numbers didn't do much to slow the rally down,
But they do provide evidence that the oil infrastructure can bounce back pretty quickly after a really bad storm. These gasoline numbers give a cushion.
It's easy to analyze this one because there is only one number to talk about. That gasoline build was just huge again.